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Home > Institutional Investor > Centric Wealth Management > Profile

Instuitional Investor - Centric Wealth Management

Fund Profile
Filing Period:
Fund Name: Centric Wealth Management
Portfolio Value $643,179,546
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
United Parcel Service Inc
 UPS 480,457 $49,285,927 7.66%
2.
Vanguard Index Fds - S&P 500 ETF SHS
 60,977 $41,770,051 6.49%
3.
Ishares Tr
 310,239 $31,154,169 4.84%
4.
Vanguard Scottsdale Funds
 VCIT 252,918 $27,031,504 4.2%
5.
Apple Inc.
 AAPL 66,927 $18,527,486 2.88%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.